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WEC Energy

908 hedge funds and large institutions have $22.5B invested in WEC Energy in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 280 increasing their positions, 332 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $14.8M

17% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 72

11% more capital invested

Capital invested by funds: $20.3B → $22.5B (+$2.18B)

0% more funds holding

Funds holding: 904908 (+4)

0.31% more ownership

Funds ownership: 73.33%73.63% (+0.31%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 332

Holders
908
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
18.32%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
84
Increased
280
Reduced
332
Closed
72
Calls
$43.9M
Puts
$14.8M
Net Calls
+$29.1M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
801
Shine Investment Advisory Services
Colorado
$57K
RA
802
Rational Advisors
New York
$57K +$13.2K +142 +32%
CB
803
CNB Bank
Pennsylvania
$55K
SWM
804
Sugarloaf Wealth Management
Georgia
$54K -$24.1K -259 -32%
BC
805
Bruce & Co
Illinois
$54K
PFS
806
Prospera Financial Services
Texas
$53K -$888K -9,530 -94%
SIS
807
Sound Income Strategies
Florida
$51K +$280 +3 +0.6%
SMG
808
Spectrum Management Group
Indiana
$47K +$559 +6 +1%
RFA
809
Reilly Financial Advisors
California
$46K -$33K -354 -43%
SIC
810
Salem Investment Counselors
North Carolina
$46K
AIL
811
AGF Investments LLC
Ontario, Canada
$44K -$1.68K -18 -4%
CCM
812
Copeland Capital Management
Pennsylvania
$44K
FRA
813
Front Row Advisors
California
$43K -$745 -8 -2%
AF
814
Arrow Financial
New York
$42K
EIM
815
Essex Investment Management
Massachusetts
$42K
PO
816
Private Ocean
California
$41K
FHA
817
First Horizon Advisors
Tennessee
$38K
CI
818
CX Institutional
Indiana
$38K +$21.9K +235 +155%
SNT
819
Security National Trust
West Virginia
$37K
AW
820
Alpha Windward
Massachusetts
$36K
WB
821
Webster Bank
Connecticut
$35K
AA
822
Ancora Advisors
Ohio
$34K
GIC
823
Gantzert Investment Company
Illinois
$34K
TC
824
Trust Company
Kansas
$33K
VCM
825
Versant Capital Management
Arizona
$33K

WEC Hedge Fund Activity: Q3 2020 in Review

908 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2020, worth a combined $22.5B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new WEC positions and 72 closed out — a net gain of 12 holders — while 280 added to existing stakes and 332 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $329M. The largest seller was Millennium Management, cutting an estimated $51M.

  • 908 institutional investors held WEC Energy (WEC) as of Q3 2020, up from 904 in Q2 2020.
  • Funds reported $22.5B of WEC Energy stock for Q3 2020, up 11% quarter-over-quarter.
  • 84 funds opened new WEC Energy positions in Q3 2020 and 72 closed out, a net change of +12 holders.
  • The largest WEC Energy buyer in Q3 2020 was Magellan Asset Management, an estimated $329M added.
  • The largest WEC Energy seller in Q3 2020 was Millennium Management, an estimated $51M sold.

Based on aggregated 13F filings for Q3 2020.